核心观点硅料环节优化有望超预期,新能源+AI是主线光伏硅料供给侧改革措施有望超预期,有望推动整体产业逐步进入向上周期;产品力领先、创新有优势的公司受益。新能源汽车产业链核心观点:中下游新周期已开启1、AI眼镜有望加速向上,豪鹏科技等受益。1)Meta下半年将发布至少4款AI智能眼镜产品,第三代Rayban Meta产品外观曝光,AI能力和交互方式全面升级。2)豪鹏科技预计2025年上半年净利润...
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